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the lotus A Practice Guide for Authentic
Leadership in Strategic
Sustainable Development
Christopher Baan
Phil Long
Dana Pearlman
“Those who can look deeply into
themselves develop the eyes of wisdom
to see not just what is directly in front of
them, but also what lies on the road ahead.”
-Keishu Shinso Ito
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The ground of authenticity is always present. When we ignore
it, we are buffeted by the winds of circumstance. When we claim
it, return to it, come from it, play with it, this ground supports
and empowers our actions every step of the way.
As we prepare to do our work, we connect with the physical
ground, or place. We also attend to the ground of our actions—
how we show up, what we believe to be true, how we shape our
intention, and how we frame what will unfold.
- Susan Szpapowski
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table of Contents
About this Guide 1
Who is this guide for? 3
The Sustainability Challenge 5
Strategic Sustainable Development 5
From Complexity to Collaboration 9
Cultivating Your Authentic Self 11
Introducing Personal Leadership Capacities and Practices 21I. Being Present 23
II. Suspension and Letting Go 27
III. Intention Aligned with Higher Purpose 30
IV. Compassion 33
V. Whole System Awareness 37
VI. Whole Self-Awareness 41
VII. Personal Power 45
VIII. Sense of Humour 47IX. Dealing with Dualities and Paradoxes 49
How to Develop a Holistic Practice Scheme 55
Further reading and practice 59
References & Photo Credits 61
Related Resources 63
About us 65
i
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about this guide
How can you lead from your best self and effectively engage groups in col-
laborative processes in Strategic Sustainable Development? Find out what
personal capacities authentic leaders nd essential in their work when
facilitating large-scale, complex, transformational change in organisations
and communities. In this guide you will nd practices that develop your
capacity to lead authentically and guidance to create a personal practice
scheme that is holistic and transformative.
This practice guide is the result of thesis research by Dana Pearlman,Christopher Baan and Phil Long, for the Master’s in Strategic Leadership
towards Sustainability, at Blekinge Institute of Technology, Sweden, in
2011. The research consisted of literature review, and interviews and sur-
veys with 33 facilitators, hosts and change agents working on transfor-
mational change and/or sustainability, from around Europe, North America
and Africa.
This practice guide is a prototype version. It is our hope that you will be
inspired to contribute to the continued development of this guide. We
welcome your input at www.thelotus.info. For a full report of the research,
including references: see http://bit.ly/pW9BuD.
The Lotus v1 published July 2011. Authors: Christopher Baan, Dana Pearlman, and Phil Long.
Design by Christopher Baan.
This work is licensed under the Creative Commons Attribution-Non-Commercial-ShareAlike 3.0
License. This means you are allowed to share and adapt, given you attribute the work to the authors
and distribute the resulting work only under the same cc licence. To view a copy of this license, visit http://
creativecommons.org/licenses/by-sa/3.0/
1
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“Great Leaders are rst
and foremost Great Human
Beings in touch with their inner selves;
their humanity. From here they are truly
able to create Great Organisations that in turn
create Great Results.”
Tex Gunning (Board Member at Akzo Nobel,
at Tällberg Forum 2007).
Who is this guide for?
Anyone seeking to develop themselves with intention and
attention through practice, to serve the greater good and to
become conscious citizens in this world.
• Sustainability practitioners using the Framework for Strategic Sustain-
able Development, also known as the Natural Step Framework.
• Facilitators, coaches and leaders working with complex, transforma-tional change, and committed to the authentic development of self,
others and society at large.
• Practitioners from the ALIA (Authentic Leadership in Action) commu-
nity of practice and related networks and organisations, such as the
Berkana Institute and the Presencing Institute.
• Practitioners from The Art of Hosting community of practice
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the sustainability
Challenge
Today, human society is facing a systemic and complex sustainability chal-
lenge, manifested in many interdependent crises. Ecological issues includ-
ing biodiversity loss, climate change, top soil erosion, deforestation and
desertication, rising food prices, and resource scarcity are intertwined
with social issues like socio-economic imbalance, public health challenges,
conict, decreasing social trust and social capital, and institutional failure.
strategiC sustainable
development
Strategic Sustainable Development (SSD) provides organisations and com-
munities a solid and functional denition of sustainability based on scien-
tic consensus. It helps communities operationalise sustainability within
their own context. The ‘Framework for Strategic Sustainable Development,
also known as the Natural Step Framework, provides a number of coreconcepts that clearly articulate the challenges we are facing as society and
how to strategically move towards sustainability.
The ‘funnel metaphor’ visually illustrates the sustainability challenge. The
metaphor paints a picture of declining ecosystem services and systemati-
cally increasing human population growth coupled with growing intensity
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“Strategic planning towards
sustainability requires engagingin profound change, an inner shift in
peoples values, aspirations and behaviors
guided by their mental models, as well as an
outer shift in processes, strategies and practices.”
- Peter Senge
of socio-economic activity as shaping our sustainability challenge. This is
illustrated by the narrowing walls of the funnel, and eventually ‘hitting the
walls of the funnel’. Room for manoeuvre is becoming increasingly limited
as society moves deeper into the funnel. The challenge, therefore, is to
navigate, and actively ‘open the walls’ of the funnel by not systematically
compromising our environment’s carrying capacity by adhering to the ‘four
sustainability principles’, all the while supporting human development.
Strategic Sustainable Development is applied in organisations as a strate-
gic planning process where stakeholders converge in dialogue and a step-
by-step planning process using backcasting, to identify strategic moves
that help move the organisation towards success as dened by their vision
and ‘four sustainability principles’:
“In a sustainable society, nature is not subject to systematically increasing
...concentrations of substances extracted from the Earth’s crust
...concentrations of substances produced by society
...degradation by physical means
and in that society...
...people are not subject to conditions that systematically under-mine their capacity to meet their needs.”
(Ny et al. 2007)
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from Complexityto Collaboration
The growing global complex sustainability challenge that society is facing
today calls for facilitators and leaders that are adept at engaging groups
in a collaborative manner to see the larger picture beyond individual per-
spectives and to support complex planning and decision-making. These
collaborative engagement processes include people learning from each
other, with each other, and is a cornerstone in organisational learning
theory. It relates to the notion of ‘team learning’ and the process of un-
earthing a group’s ‘collective intelligence’, the idea that in collective learn-
ing or collaboration, the intelligence of a group is greater than that of anyindividual.
Through these group engagements, complex problems are seen holisti-
cally through a wider stakeholder perspective. The sustainability challenge
is complex; we cannot foresee how social, environmental and economic
modications will affect the system. Therefore, the wider stakeholder per-
spective obtained in a system, the more holistically a system can be per-
ceived. In order to engage groups, facilitators who are adaptive and create
an environment conducive for collaboration will be more effective dealingwith complexity and in helping move society toward sustainability.
Facilitators cultivating their personal leadership capacities will increase
their depth at engaging group processes with a more holistic understand-
ing of self, others and society. Therefore, as facilitator or leader, cultivating
your leadership capacity that helps make sense of the world in a deeper
and more holistic way, is paramount.
The quality of an intervention is dependent
upon the interior state of the intervener.
- Bill O’Brien
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Cultivating yourauthentiC self
In order to address the complex sustainability challenge facing society
today, leaders must cultivate their own authenticity and presence. We un-
derstand authenticity as being true, open and honest with who you are.
The more adaptable and developed a leader becomes, the greater they are
able to steer through complex, participatory planning processes. Through
their personal development, facilitators and leaders are more able to uti-
lise hindsight, hold multiple worldviews and perspectives, and sit with
current reality while simultaneously aiming toward a desired future. The
adaptability achieved by facilitators and leaders honing these capacitieslends itself to enhancing collaborative group processes and outcomes in
Strategic Sustainable Development.
This is a continuous path towards using more and more of your authen-
tic self in facilitation processes. This path helps facilitators and leaders
improve the quality of relationships in a team while engaging people
cognitively, mentally, physically, emotionally, and spiritually. Facilitators
and leaders bringing their authentic selves into the facilitation process are
more likely to guide a team towards successful, lasting and sustainable
results that have ownership among the stakeholders. Authentic leaders
and facilitators that hold the ‘container’ for collaborative processes more
personally, are better able to engage people in multi-dimensional ways, re-
sulting in more embodied and empowered outcomes. The developed sense
of awareness inherent in personal leadership capacities can be critically
valuable in enabling facilitators and leaders to know when and what to do
during a group process by ‘sensing’ what is happening with the group in
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the present moment. In this practice guide we
present 9 personal capacities that leaders nd
essential in their work to facilitate complex and
transformational change towards sustainability.
These personal capacities by their very nature
cannot be learnt only on a cognitive level; they
must be embodied.
Our research has shown that one important
path to the embodiment of these capacities is
through personal and collective practice. The
implication of this is clear; as one expert put it,
“no real transformation can take place without
personal and collective practice”. The simplest
dictionary denition of practice is “to do repeat-
edly to acquire or polish a skill” (Szpapowski
2010). We distinguish here between personal(individual) and collective practices. An exam-
ple of a collective practice is dialogue or Aikido,
something you do in a group of people where
interaction is key. In addition to the personal
capacities identied in our research we found
conditions for success for developing your ca-
pacities through practice:
Conditions of success
for developing your personal
leadership capacities
• A combination of personal and collective
practice is a pathway to the development
of your leadership capacities;
• A combination of contemplative, physi-
cal and spiritual practice helps you align
body, mind, spirit and shadow, in order to
maximise personal development.
• The integration of practices in your per-sonal and professional life helps you take
the learning from the practice back into
the facilitation process.
Conditions of success
for choosing a practice
• The practice must have a mirroring qual-
ity, to help the participants observe them-
selves and enhance self-awareness;
• The practice has to provide ‘a container
you can’t manipulate’ with structures that
are adhered to;
• The quality of your attention in the prac-
tice is more important than the type of
practice performed;
• The practice must be something you are
willing to do repetitively.
The continuous mastery of personal capacities
not only improves your leadership performance;it also helps you get in touch with your own
authenticity. When you are more in touch with
your authentic self, your actions are easier to
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embed in your life and thus lead to stronger follow-through in a facilitated
engagement process. The literature on leadership development highlights
the importance of self-mastery in leaders and through “increased self-
awareness, self-regulation and positive modelling, authentic leaders foster
the development of authenticity in followers” (Avolio et al. 2005). Au-
thenticity is about “owning one’s personal experiences, be they thoughts,
emotions, needs, wants, preferences, or beliefs, processes captured by the
injunction to ‘know oneself’ and further implies that one acts in accordwith the true self, expressing oneself in ways that are consistent with inner
thoughts and feelings” (Harter 2002, 382; in Avolio et al. 2005). Leaders
modelling awareness and authenticity invite participants to do likewise,
and if one is engaged on an authentic level, engagement processes are
likely to result in more desirable outcomes.
Authentic leadership development offers facilitators and leaders a founda-
tion from which to engage groups beyond the cognitive level. It includes
the emotional, physical and spiritual dimensions to increase congruencebetween outcomes created collaboratively with participants’ authentic
selves, resulting in stronger and more successful outcomes. Facilitators
and leaders bringing their authentic selves into an engagement process
benet outcomes. However, it is not enough in order to successfully ad-
dress the sustainability challenge. One must have the ability to plan in a
strategic manner within the connes of the Earth’s carrying capacity. The
sustainability principles introduced previously dene such boundary con-
ditions. Combining an authentic and holistic leadership approach along
with knowledge and skills in Strategic Sustainable Development, we con-tend, will benet collaborative engagement processes and outcomes that
help move society toward sustainability.
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The great turn needed to reverse problems like climate
change and the growing gap between rich and poor is
none other than the one that we can accomplish in our own
ways of thinking and living together. I believe much of the
discouragement and fear that pervades our world today
comes from not seeing this connection between the outer
circumstances of our world and our inner landscape. Once
we have seen it, however, our core work becomes clear.
We must bring our outer and inner change strategies into
ever-greater alignment.
- Peter Senge
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He who controls
others may be
powerful, but he who
has mastered himself is
mightier still
- Lao Tzu
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introduCing personal
leadership CapaCities
and praCtiCes
We will now describe the personal capacities authentic leaders nd es-
sential in their work and some of the various practices that help them
develop these capacities. They are accompanied by principles as well as
self-reection questions and reection questions to use during a facilita-
tion process. Bare in mind that a more holistic approach to practice is
most benecial and many of the practices are useful for developing mul-
tiple capacities. It is recommended to do practices that regularly engage
the body, mind, spirit and heart, which may mean using multiple practices
to cover all bases.
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being present
What is it? Being Present means being fully aware and awake in the present
moment – physically, mentally, emotionally and spiritually. This includes connect-
ing to others, the environment around you and circumstances.
Principles: Show up, choose to be present. Pay attention to what has heart
and meaning.
(adapted from ‘Four-Fold Way: Principles To Guide A Learning Community’ www.
equalvoice.com)
Self-reection questions
• Sit still for a moment in silence. What do you notice happeningaround you? When you observe yourself in the environment or space you
are in, what are you sensing, hearing, smelling, feeling and noticing? How
is your body, mind, spirit and heart in this moment?
Reection questions during facilitation
• What questions about the system you’re operating in helps you under-
stand their current reality more fully? For example, how does the social
system function (do people share viewpoints, listen to one another, have
solidarity or use critical thinking?).
• What does the group need right now in order to proceed with the agen-
da? You could ask questions about the organisational structure, and any
other part of the system you are working with.
• How are you feeling right now with this system or group (emotionally,
spiritually, physically, mentally)? What do you need to acknowledge, and
then put aside for later or focus on right now to be present with this
group and help them become present?
?
Practices for developing your capacity to Be Present
Mindfulness meditation practice helps you discern the
reality of things rather than believing in false impressions or mis-
interpreting information. By sitting in mindfulness meditation, this prac-
tice helps you train your mind to be calm and stable. An inexperienced
practitioner may nd the practice overwhelming at rst. If this is the case,
use concentration meditations (see Whole Self-Awareness) before begin-ning Mindfulness meditation. For a guided mindfulness meditation by John
Kabatt-Zinn go to: http://bit.ly/BZYu and for a description of mindfulness,
go to http://bit.ly/swZo2.
Breath exercises. When you wake up rst thing in the morning lie at
on your back and use a deep breath to scan the body. Find any existing
tension in the body and breathe deeply into that area for 8 rounds of
breath. If no tension exists, breathe through the chakras starting with the
crown to the third eye to the throat to the heart to the solar plexus to thelower abdomen and to the root chakra on the inhale and on the exhale
reverse the attention on the chakras beginning with the root chakra. Bring
this breath work with you out in the world during the work-day, in your
car, when listening to others. Try using the breath throughout the day to
connect to the present moment.
Our true home is in the present moment
To live in the present moment is a miracle.
The miracle is not to walk on water.
The miracle is to walk on the green Earth
… to appreciate the peace and beauty available now
… in our bodies and our spirits.
Once we learn to touch this peace,
we will be healed and transformed.
It is not a matter of faith; it is a matter of practice.
- Thich Nhat Hanh
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“To become
a leader,look within”
- Deepak Chopra
Being Present:
Resources for further exploring, practice, and reading
• Rudolf Steiner: Philosophy of Freedom (originally published 1894)
• Owen Bareld: Saving the Appearances: a Study in Idolatry (1957)
• Johann Wolfgang von Goethe literature on phenomenology
• John Kabatt-Zinn’s literature on Mindfulness
• Eckart Tolle: The Power of Now (1999); A New Earth (2008)
• The Art of Hosting Conversations that matter: http://bit.ly/jbRHeW for the
fourfold path to enable being present while hosting or facilitating groups
To become a leader,
you must rst becomea human being
- Peter Senge
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suspension
& letting go
What is it? Suspension and Letting Go is the ability to actively experience and
observe a thought, assumption, judgment, habitual pattern, emotion or sensa-
tion like fear, confusion, conict or desire, and then refraining from immediately
reacting or responding to the situation.
Principles: Notice your judgments and assumptions coming up with yourself or
other people. Either share them or park them and explore them later.
Self-reection questions
• Notice when you are judging yourself or others. What is your judgment?
What is the source of this judgment? What do the judgments tell you about
your values? If you did not have this judgment what else is possible?
• If you stop and listen deeply to yourself or others, what is being said beyond
your comprehension? If you let go of habitual beliefs and assumptions, what
is happening?
• Do you remember ever assuming something and letting it go to see what
happens? What were your assumptions? Were your assumptions wrong?
What did you learn?
Reection questions during facilitation
• What are you holding onto from the past that is hindering your ability to work
with this group right now to be effective? What do you have to let go of in
order to meet this group’s highest potential?
• What is possible if you give space for others to voice their ideas
and opinions?
?
• If you let go of judgments or assumptions, what is possible that you
cannot see yet?
Practices to develop your capacity to Suspend and Let Go
Meditation is very useful for developing the capacity to Suspend
and Let Go. Vipassana meditation helps you witness consciousness;
it is a practice of observing your emotional and mental states. Vipassana
trains you to have a thought, and let it go or experience an emotion and wit-
ness it move through you. During this mediation, you aim to be detached to
thoughts and sensations while observing them. For an explanation on Vipas-
sana Meditation visit http://bit.ly/kFuQjt
Bohmian Dialogue is a structured technique that helps you witness
judgments, assumptions, cultural beliefs and personal values objectively
within the context of a group. Dialogue provides a mirror to individual andcollective consciousness. The Greek word for dialogue originally means
‘meaning owing through’, as opposed to discussion meaning ‘breaking
things apart’. It is a conversation with a centre, not with sides (Isaacs
1999). A group of people form a circle with no agenda, just a dialogue
revolving around thinking collectively. The group gathers with the inten-
tion to observe what is being said in a non-judgmental way. Bohmian
Dialogue Principles include:
1. The group agrees that no group-level decisions will be made in the
conversation.2. Each individual agrees to suspend judgment in the conversation.
3. As these individuals “suspend judgement” they also simultaneously
are as honest and transparent as possible.
4. Individuals in the conversation try to build on other individuals’ ideas
in the conversation. (Bohm 1996) but individuals do not argue, coun-
ter or break apart what is being said.
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“For things to reveal themselves to us, we need to be ready
to abandon our views about them.” — Thich Nhat Hanh
Suspension & Letting Go:
Resources for for further exploring, practice, and reading
• Bohm, D. (1996). On Dialogue. New York: Routledge.
• Isaacs, William. 1999. Dialogue and the Art Of Thinking Together. New
York: Crown Business.
intention aligned
With higher purpose
What is it? Intention Aligned with Higher Purpose is the alignment of one’s au-
thentic nature with the natural order in the world or life. This alignment trickles
down to all facets of life including one’s personal, professional and spiritual di-
mensions. “Where your deepest personal passion and the world’s greatest needs
align, there is opportunity” (Senge 2011). Articulating one’s higher purpose helps
one embrace the unknown with profound trust.
Principles: Seek out what moves you at your core with how you can assist
others and the world
Self-reection questions
Reect upon these questions as though they are a ‘tuning fork’ for your
purpose in life:
• When you imagine your highest self in the future, accomplishing your goals,
what do you see? What are you accomplishing personally and professionally?
• How would you like people to remember you? What did you accomplish in
your life that is worth remembering? What kinds of relationships did you havewith other people?
• What do you care about most in the world? What is/are your greatest
passion(s)? How does this align with the world’s greatest needs?
• What moves you at your core? What is your calling?
• Why are you here on Earth at this time? If you look at the biography of your
life what always comes back for alignment, and calls you to act for something
beyond your own self gain?
?
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Reection questions during facilitation
• If you look at the history of this community or organisation what always
comes back for alignment or is at the core of these people coming to-
gether?
• What calls this group to act beyond their own individual self-interest?
• What is this group’s core purpose and greatest passion?
Practices for developing Intention Aligned with
Higher Purpose
Andrew Cohen’s Five Tenets of Psychology Liberation (Source: http://bit.ly/
kGi1Oe ). This can be used as a tool for afrmations during concentration medi-
tations. Take one tenet and repeat it to yourself as an afrmation during a
meditation practice:
• Clarity of Intention: is foundational to spiritual life. Liberation is achievedby refraining from self-deception and seeking freedom.
• The Law of Volitionality: rather than assuming you are an unconscious
victim, you know exactly what you are doing.
• Face Everything and Avoid Nothing: an ultimate form of spiritual practice
asking, “how awake are you to what is motivating you to make the choices
that you make? Because only if you’re paying close attention are you going
to be able to bring the light of awareness into the darkest corners of your
own psyche.”
• The Truth of Impersonality: All we do as humans is an impersonal affair.The “illusion of uniqueness the narcissistic self-sense that is ego, is cre-
ated moment by moment through the compulsive and mechanical person-
alisation of almost every thought, feeling and experience we have.”
• For the Sake of the Whole: “The pursuit of enlightenment is for the trans-
formation of the whole world, the enlightenment of the whole universe. It’s
ultimately for the evolution of consciousness itself.”
?
‘Intention is not a powerful force – it is the only force’
- W. Brian Arthur (in Scharmer 2007)
Resources for for further exploring, practice, and reading
U-journaling : use these guided journaling questions based upon Theory U
to articulate your higher purpose: http://bit.ly/iOHFaa
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Compassion
What is it? Compassion is having unconditional acceptance and kindness to-
ward all the dimensions of oneself and others, regardless of c ircumstance. Com-
passion involves the ability to reect upon oneself and others without judgment,
but with recognition and trust that others are doing the best they can in any
given situation.
Principles: Have compassion and kindness, for yourself and for others in even
the most challenging circumstances. Share in another person’s humanity.
Self-reection questions
• When you are sad or emotional, what do you do? Are you judgingyourself or allowing feelings to move through you?
• Are you okay asking others for help?
• When someone else is sad, how do you respond? When you hear of a stranger
suffering, how do you feel?
• Describe a time you felt pain or joy when listening to another’s story. De-
scribe a time you enjoyed helping others. Describe a time you accepted or
felt compassion for others different from yourself or doing things you thought
were ‘wrong’.
Reection questions during facilitation
• What worldviews and perspectives exist in this group? How can you under-
stand other people’s viewpoints and enable them to see others’ viewpoints,
as well? How can you hold all these viewpoints simultaneously as a facilitator?
• What are others feeling that you need to try to understand? Are you ignoring or
overlooking feelings within the system? What feelings are not being talked about?
• What is the level of compassion in this group you are working with? How
?
could you help increase the level of compassion within this group?
Practices for developing Compassion
Tonglen. Lojong mind training consists of various practices you may
nd easily online. Tonglen is a concentration meditation practice on
compassion. The practitioner breathes in another person or animal’s suffering
on the in-breath, and on the out-breath sends them relief. You can focus on
an individual or a group of people, animals or environmental suffering. On the
in-breath imagine taking away suffering (breathe in as much as you can), and
on the out-breathe (breathe out as wide as you can) imagine sending relief,
comfort and happiness to the people or animals you are focusing on.
Loving-kindness meditation. There are many visualisations, reec-
tions, and guided meditations for developing loving kindness. The tra-
ditional pattern is to move outward from oneself, to a good friend, to a
neutral person to a difcult person or enemy and then gradually to theentire universe. A typical mantra would begin:
May I be sae and protected. May I be peaceul and happy. May I be healthy
and strong. May I have ease o well being (and accept all the conditions o
the world) -then replace “I” with a good friend... then a neutral person...
then a difcult person or enemy... then the entire universe with the same
mantra above.
For an audio-guided loving-kindness meditation, go to http://bit.ly/lkQqgl.
Resources for further exploring, practice, and reading• Communicating Sustainability to people with Different Worldviews (re-
search by Barrett Brown): http://bit.ly/frxasL and http://bit.ly/k0cnB.
(Also see practices under Whole System Awareness).
• Trungpa Rinpoche: Genuine Heart of Sadness (pdf). http://bit.ly/mc2t16
• Chade-Meng Tan: Everyday compassion at Google. http://bit.ly/hsrGDz
• Charter of Compassion: www.charterforcompassion.org
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The longest road you will ever walk isthe sacred journey
from your head toyour heart
- Phil Lane (native American)
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Whole system
aWareness
What is it? Whole System Awareness is the capacity to quickly switch between
different perspectives, scales and worldviews to see the big picture, interconnec-
tions within the system, and being able to scale down to small details. Whole
System Awareness is not just cognitive – you ‘sense’ the system. It is the under-
standing that everything is interconnected within a system.
Principles: Sense the system, pay attention to patterns. Invite essential stake-
holder input to gain a wider perspective. Harvest collective intelligence surfacing
from the group.
Self-reection questions
• What can you see, sense, feel, and intuit, about the system in which
you are living and working?
• How far have you set the system boundaries? What are the system bounda-
ries in which you are living and working? Are they determined by family,
friends, neighbourhood, tribe, city, region, country, language, the world, all
of humanity, all sentient beings, or the whole universe?
• How big are your spheres of control, inuence, and concern respectively?• To what extent do you see youself as part of a larger whole, as dependent
upon a larger, interconnected system?
Reection questions during facilitation
• What stakeholders could you talk to within the system to get a wider per-
spective of the system or for stronger collaboration and ownership among
stakeholders?
?
• What patterns exist within the system that you can recognise?
• What is not being talked about within the system?
• What questions need to be asked for the system to help those within the
system reveal, sense and see the system more completely?
• What experience does the system need to sense to see itself? (See co-
sensing, Theory U)
Practices for developing Whole System Awareness
Body Whole System-Awareness. Notice yourself being aware of your
own body as a whole system: all of your organs, your digestive system, and
circulatory system are interconnected. Your body cannot function optimally if
the one part of the system is not operating optimally.
Now connect this concept to everything else (relationships, your home,the environment etc.). Ask yourself reective questions: what is not whole
in my physical body, my relationships, my workplace? If I work to improve
that area, how will it affect the whole system?
A thought exercise: “What happens to one breath of air?” by astrono-
mer Harlow Shapley: ( http://bit.ly/j9ve8N ) demonstrating the gas argon in
the air we all breathe is the same breath of argon used by Jesus Christ,
Joan of Arc and Mahatma Gandhi, for example. We literally all breathe the
same air, and it cycles through us from all past generations to all future
generations. This demonstrates the interconnections existing between
everyone, as well as the laws of thermodynamics stating that matter
within our biosphere does not disappear and all matter spreads within
the biosphere.
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We are here toawaken fromour illusion of separateness.
— Thich Nhat Hanh
Whole System Awareness:
Resources for further exploring, practice, and reading
• Booth Sweeney, L. & D. Meadows. 2008. The Systems Thinking Playbook.• Capra, F. 1997. The Web of Life. A New Scientic Understanding of Living Systems
• Meadows, D. 2008. Thinking in Systems: A Primer.
• Senge, P. 1990. The Fifth Discipline. The Art & Practice of the Learning Organization.
• Scharmer, O. Theory U, material on co-sensing: http://bit.ly/o60g41
• Wheatley, Margaret, J. 2006. Leadership and the New Science: Discovering Order in
a Chaotic World.
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Whole self-
aWareness
What is it? Whole Self-Awareness is the continual, lifelong process of payingattention to knowing one’s self; it involves consciously and intentionally ob-
serving various dimensions of the self (including the physical, mental, shadow,
emotional and spiritual realms). It is the capacity to observe how one is thinking,
relating, feeling, sensing, and judging. Whole Self-Awareness includes percep-
tions beyond the rational mind, such as intuition.
Principles: Pay attention to all the dimensions of yourself (physical, emotional,
spiritual, shadow and mental dimensions). Your body is not a transporter for your
head, you are a whole system
Self-reection questions
• How would others describe you? What do you tell yourself about yourself?
• Think of someone you admire, what do you admire about them? What
does this tell you about your values? What can you learn about yourself from
this admiration?
• Think of someone that irritates you, why do they irritate you? What does this tellyou about your values? What can you learn about yourself from this irritation?
• When something is physically challenging to you, how do you respond?
• Are you aware of how you are feeling throughout the day?
• What emotions are acceptable, what emotions are not acceptable?
• How do you feel physically, emotional, spiritually, energetically and mentally
right now?
?
Reection questions during facilitation
• What reactions are you having with this group that need to be
explored or shared now or later?
• What do you perceive to be occurring within this group beyond your cognition?
• How can you invite the group to be engaged beyond cognition? How areyou inviting the physical, emotional, spiritual and emotional dimensions
of this group to participate?
• Is your whole self (body, mind, spirit, emotion, and shadow) in alignment?
Is your head agreeing to do something and another dimension of yourself
not in agreement?
Practices for developing your Whole Self-Awareness
Concentration meditation practice. These practices focus
your thoughts on a particular object (such as the chakra system or visu-
alising white light moving through the body) to shut out the outside
world and prevent the mind from wandering. For example, focus upon the
inhale and the exhale breath. On the inhale breath your posture elevates
and on the exhale breath your posture settles. Repeat for a few minutes
and extend this time with practice. This helps calm the parasympathetic
nervous system to help you relax. Once calm from the concentration
breathing, an awareness meditation practice like Mindfulness (See Being
Present Practices) helps you see the nature of your mind. With compas-
sion move toward embracing all of yourself and seeing the patterns of
thinking including judging, planning, yearning and fearing that show up.
This enables you to begin to discern between unconscious material sur-
facing in your thoughts from the past and accurately receiving information
in the present moment.
?
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‘Core Qualities’ practice (by Frank Heckman ). Tell a story to a
peer or mentor about a time when you were doing something chal-
lenging in which you persevered by stepping up and being courageous.
Have the other person listen to your story and take note of the qualities you
displayed in that situation to feedback to you. These qualities are your core
qualities of personal strength you embody in your life. Repeat with another story.
This practice also helps you become aware of your Personal Power.
Giving and receiving feedback. Intentionally ask others (peers, co-work-
ers, mentors, family members) for feedback on your behaviour to see areas
for your growth in order to increase the quality of your work, relationships
and self-understanding. Being open to feedback and listening is key. Start this
process with someone you trust most. Notice if and when you feel defensive,
refrain from responding, and explore how receiving feedback impacts you. Use
specic examples and reect back to the person what you think you heard
them say for accuracy and clarity. Use an actual experience. Ask the persongiving feedback to focus upon:
• What behaviours they observed you doing?
• What was the outcome of the situation and how did it impact them?
• What feelings did they feel?
• Now ask yourself, what future opportunities for new actions are available
to you now given the feedback? And remember to have compassion with
yourself.
A physical practice such as yoga, Thai Chi, martial arts to integrate a ho-
listic approach and address more dimensions of yourself.
Practice for working with Shadows: Facilitators work with all kinds of
people and situations and are bound to be irritated or triggered sometimes.
If you focus your energy on the ‘outer’ trigger, you are missing the gem in the
lesson from self-reection; by being angry at the person triggering you, you
are really just shooting the messenger. When in process, try to notice when
an irritant or trigger or dislike arises and write it down, suspend it temporarily
and return to it for exploration when appropriate. Describe the event, how you
felt, what reaction you normally would have had if you had not suspended your
reaction, and how that situation may represent a repressed part of yourself from
long ago. Seeing irritations as shadows that need to be explored helps you gain
acceptance, compassion and awareness of yourself and others, it teaches you to
suspend when an irritation occurs.
Resources for further exploring, practice, and reading
• The Johari Window: mapping personality awareness: http://kevan.org/johari
• Goleman, Daniel. 1996. Emotional Intelligence.
• Goleman, Daniel; Richard E Boyatzis; Anne McKee. 2004. Primal Leadership:
Learning to Lead with Emotional Intelligence
• Self assessment tools such as Myers-Briggs Type Indicator , Enneagram Test,
Temperament Assessments, Emotional Intelligence Tests, Action-Logic Assess-ment, or Spiral Dynamics Value Meme.
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personal poWer
What is it? The ability to use energy and drive to manifest wise actions in the
world for the greater good, while being aware of one’s inuences on a situation.
Principles: Step up, be courageous, acknowledge your inuence in this sys-
tem, and know when to give space for others to step up.
Self-reection questions
• Imagine a time when you felt powerful/powerless/afraid and ask y o u r s e l f how did you respond/feel/act in that situation?
• Have you ever agreed to do something you did not want to do? Did you ever
compromise your own ideas/plans when someone else had a different plan,
or vice versa?
• Are you willing to take risks and do things others may not approve of? Who
do you try to get approval from?
Reection questions during facilitation
• How much power do you have in this situation or with this group? Are you
okay with having this amount of power? If not, what do you need to do?
• What powerful mentors, images or experiences can you call upon to support
me in this facilitation process?
• How is power manifesting within this group? Who has power? Who does not
have power? What power shifts are possible within this group for the greater
good for all?
?
• What steps do you need to take to empower this group, so they can
continue their work after you are done, without depending on you as an
external intervener?
Practices for developing your Personal Power
Aikido or other martial arts . Using simulations eliciting fear or
feelings of power or powerlessness helps you gain self-awareness of your
relationship to power and how you respond to these types of experiences.
For instance, by practicing Aikido you are confronted with moments of being
‘attacked’ and dealing with personal reactions to aggression.
The practice helps participants see their responses, helps them suspend
them and be mindful about how to proceed. When facilitating collabora-
tion, facilitators oftentimes must confront fear and power within groups.
Use mentors or archetypes to embody the power and support
needed during facilitation work. One example includes calling upon the
wisdom of the Dalai Lama to come through your mind, the love of Mother
Theresa to come through your heart and the courage of Martin Luther
King, Jr. to come through your gut. Imagine their energy, determination
and personal power being channelled through you to support your work.
See for more information: Conscious Embodiment (Wendy Palmer).
“If you want to work with power in the world you have to work with
your own power, however you perceive power to be, either in hierar-
chies or in the hearts of people, probably both... Meditation has given
me the realisation that I have a fundamental mistrust of power. I have
consistently seen power abused in my life, by people in schools as I
grew up. I have rarely seen power held with integrity, so the story I
live in and how I relate to the world, that’s where I am trying to put
power back in the hands of people most affected by it.” (Anon. 2011)
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sense of humour
What is it? It is the universal experience of simultaneous amusement, laughter
and joy culminating from an experience, thought or sensation. Having a ‘sense of
humour’ or being ‘light-hearted’ is an essential capacity. Many people working in
transformational change and sustainability are ‘over earnest’, and when working
with such serious issues, a sense of humour is vital in maintaining an optimistic
outlook, without which such work could be a recipe for depression.
Principles: Do not take yourself, others and the world too seriously.
Relevance for facilitation
Why is it important to have a sense of humour in facilitation? It is a great social
lubricant and can help create buoyancy during a difcult phase of a facilitationprocess. It can be especially useful in helping people take conversations to dif-
cult places and “making going deep more comfortable” (Anon. 2011). A Sense
of Humour helps you hold paradoxes, polarities and ambiguity with a sense of
delight and even joy, with a large dose of irony, which creates “a sparkle rather
than a grind” (Anon. 2011). Humour by its very nature can help open people up
to incongruity and experience a sudden shift in perspective, which may be con-
ducive to seeing things with fresh eyes and suspending old beliefs, which is at
the heart of facilitating collaborative change.
“It’s a dire situation we are in in many ways, but if you don’t have a gap and
see the ironic and sweet edges of the whole travesty you become very grim. I
have met a lot of people I agree with in terms of positions but they are miser-
able and they are angry and that anger is not the best ground from which to
exercise any transformational activity” ( Anon. 2011)
?
“Humour can be seen as the handle on the door of awareness”
(Anon. 2011)
Self-reection questions
• What is keeping you from shifting your perspective and being light-hearted?• Are you taking yourself too seriously? How can you lighten up and see the
humour?
Reection questions during facilitation
• In the midst of chaos and difculty, if you turned this situation around and
saw the irony or the humour, what would you see differently?
• Are you taking the process, the group and the outcome too seriously?
How can you shift this seriousness to a sense of light-heartedness?
Practices for developing a Sense of Humour
Both meditation and play are useful practices to help you not take
yourself too seriously. Indeed a mindfulness practice of observing the
antics of the mind should perhaps itself be accompanied by a Sense of Hu-
mour, which may ease witnessing our often neurotic stream of consciousness.
Self-awareness practice without light-heartedness could lead to a self-con-
scious or self-absorbed frame of mind.
Resources for further exploring, practice, and reading
• Rule #6: “never take yourself too seriously”. From: Ben & Rosamund
Zander (2000), ‘The Art of Possibility: Transforming Professional and Per-
sonal Life’.
• For ideas on how to add more humour to your life see 19 Ways to Enhance
your Sense of Humour: http://bit.ly/eN9oyv
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dealing With dualities
and paradoxes
What is it? Dealing with Dualities and Paradoxes is the capacity to sit withambiguity in a facilitation session, manage polarities, and hold multiple perspec-
tives.
Principles: Have deep trust in yourself, others and outcomes, even if the
outcome is uncertain. Be okay with whatever is occurring, while simultaneously
guiding the group toward a desirable outcome.
Relevance to facilitation
Why is the capacity to deal with dualities and paradox important for facilitators?A core element of the capacity to deal with paradoxes is holding creative tension.
A key skill of creativity is the capacity to remain inwardly structured, that is, in
one’s thoughts, feelings, and volition, even if one is in completely unstructured,
unknown conceptual or relational territory. In practice this translates into the ca-
pacity as a facilitator to guide a team through a creative process in a short period
of time where stakes are high in an unknown and uncertain territory.
An essential capacity for successful facilitators and leaders is holding the paradox
of having both a deep acceptance of what is, and simultaneously have a pro-found yearning for something else. A yearning for something better than current
social reality (what should be); a yearning to solve today’s huge crises. We see
the importance of handling this paradox especially in the sustainability realm.
Successful facilitators and leaders are people who can work and live in those two
worlds simultaneously, they can engage both with the realists, the pragmatists
and the idealists.
? Self-reection questions
• When have you shifted your perspective? What happened to enable
this shift? What was the process and what did you learn? Reect upon
how this process unfolded to see how you shift your beliefs.
• When have you sat with ambiguity and irritation, accepting not knowing,
and trusting that the outcome would be okay? How were you able to letgo of control and not resolving the situation? How did that help you gain
a wider perspective? Did you achieve a more desirable result?
Reection questions during facilitation
• What multiple perspectives exist within this group? How can you engage
all these people by speaking to their worldviews?
• What polarities exist within the facilitation process? How do these polari-
ties enhance the critical thinking within the group? How can you manage
these polarities for the best outcome for everyone?
Practices for developing Holding Dualities and Paradoxes
This capacity may be developed through the continuous balancing and
awareness of the previous capacities and their interrelationships that seem to
be in tension with each other, e.g. Whole Self-Awareness vs. Whole System
Awareness, Compassion vs. Personal Power.
Yoga helps you develop the ability to hold polarities and sit with ambigu-
ity. During yoga practice, you are taught to intermittently exert yourself with
strength and then rest in stillness. You increase mental stamina and physical
power while learning to be physically exible and allowing yourself to sur-
render mentally to present reality. A yoga practitioner learns to surrender into
a posture by softening their body, rather than through force, simultaneously
using strength. The practice of yoga helps you learn to accept the posture
you manifest, even if it is awkward and imperfect, all the while maintaining a
desire for continual improvement.
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Dealing with Dualities and Paradoxes:
Resources for further exploring, practice, and reading
• Johnson, Barry. 1992. Polarity Management. Identifying and Managing Unsolv-
able Problems
• Kahane, Adam. 2010. Power and Love: A Theory and Practice of Social Change
• Lao Tzu’s Tao Te Ching: www.thetao.info
• Brown, Barrett. 2011. Communicating Sustainability to Different Worldviews
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In Tibetan, authentic presence is wangthang, which literally means,‘eld of power’... The cause or thevirtue that brings about authentic
presence is emptying out and lettinggo. You have to be without clinging.
- Chögyam Trungpa Rinpoche
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hoWto develop a holistiC praCtiCe sCheme
It is best to incorporate an integrated and holistic practice scheme to cultivate
all the dimensions if yourself for the greatest personal growth, oftentimes in-
corporating more than one practice. Find practices you enjoy. An integrated,
holistic practice is supported by the quality of intention and attention given to
the practice.
A continous path towards alignment
Combine contemplative, physical, and spiritual prac-
tices that engage body, mind, spirit, and shadow. Con-
tinually check-in after the practice to ensure whether
and how you are engaging these different dimensions
of yourself. Take note of this evolution. If a practice is
not engaging some of these dimensions, seek out addi-
tional practices to increase your personal development.
In order to develop fully, it is important to incorporate
both personal and collective practices. A personal prac-tice involves repeatedly developing a skill, while a col-
lective practice involves others and has a social dimen-
sion. Examples of collective practice include dialogue
groups and Aikido.
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further reading and
praCtiCe
Sustainability
• The Natural Step: www.naturalstep.org
• Master’s in Strategic Leadership towards Sustainability: www.bth.se/msls
• Missimer, M. and T. Connell. 2010. Pedagogical Approaches and Design As-
pects to Enable Leadership for Sustainable Development. Conference Paper:
Engineering Education in Sustainable Development, Gothenburg, Sweden,
September 19-22, 2010.
Leadership/ hosting
• ALIA (Authentic Leadership in Action): www.aliainstitute.org
• Art of Hosting: www.artofhosting.org
• Beck, Don E, and Christopher C Cowan. 1996. Spiral Dynamics: Mastering
values, leadership and change. Cambridge, MA: Blackwell
• Berkana Institute: www.berkana.org
• Chris Corrigan: The Tao of Holding Space (PDF): http://bit.ly/jApKn9
• Four-Fold Way: Principles To Guide A Learning Community (PDF): http://bit.ly/
jaIn9s
• Leenders, Caroline. 2011. 10 Tips for Clever Change (PDF). http://bit.ly/nSphIH
• Presencing/Theory U (tool books and principles): www.presencing.com
• Scharmer, Otto. 2007. Theory U: Leading from the Future as It Emerges. San
Franscisco: Berret-Koehler.
• Wilber, Ken. 2007. The Integral Vision: A Very Short Introduction to the Revo-
lutionary Integral Approach to Life, God, the Universe, and Everything. Lon-
don/ San Francisco: Shambala Press.
• Whole Systems Leadership, University of Minnesota: http://bit.ly/cQNUrs
Personal development
• Boyatzis, R. 2002. “Unleashing the Power of Self-Directed Learning” in R.
Sims (ed.) Changing the Way We Manage Change: The Consultants Speak.NY: Quorum Books.
Practice
• Little Book of Practice (ALIA): http://bit.ly/iZ6A9i
• Integral Life Practice: http://bit.ly/jXiZ4s
• Presence Workbook (PDF): http://bit.ly/lUy7Hn
• Reective Practices, University of Minnesota: http://bit.ly/lqidZy
• John Kabat-Zinn: http://bit.ly/90uvaS • Susan Piver: Some suggestions for developing
a meditation practice: http://bit.ly/h6t1h9
For feedback, please contact:
Dana Pearlman
[email protected]
Christopher Baan
[email protected]
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referenCes
• Avolio, B, and W Gardner. 2005. Authentic leadership development: Getting to the
root of positive forms of leadership. The Leadership Quarterly 16, no. 3 (June): 315-
338.
• Ny, Henrik, Jamie MacDonald, Göran Broman, Ryoichi Yamamoto, and Karl-HenrikRobèrt. 2006. Sustainability constraints as system boundaries. An approach to mak-
ing life-cycle management strategic. Journal of Industrial Ecology 10, no. 1-2: 61-77.
• Szpapowski, Susan. 2010. Little Book of Practice (ALIA): http://bit.ly/iZ6A9i
photo Credits
All photos are licensed under a Creative Commons License and mostly sourced rom fickr.com/creativecommons
61
pii: Notepad: photo by Tamar Harel. Stream:photo by Sascha Wenninger p6: The Earth. photo by NASAp10: Art of Hosting. photo by Christopher Baanp12: Balancing stones. photo by Tony Robertsp12: Stream. photo by Sascha Wenninger p13: Art of Hosting. photo by Christopher Baan
p14: Meditation. photo by Nathan Stangp16: Intention: photo by Chris Corrigan. Art of Hosting: photo by Tamar Harelp20-21: Pebble stones. photo by Jeff Eatonp22: Pebble stones in water. photo by JoiseyShowaap25: Leadership Dialogue. photo by GabrielaBosciop29: Stones in stone. photo by TheFasterDanishPhotographer
p32: Lotus ower and crystal. photo byDamien Blackp35-36: Autumn leaves. photo by Flora Cyclamp39-40: Dandelion. photo by Isidro Ceap44: Lotus seeds. photo by Paul Steinp51: Lotus ower. photo by Veronicap52: Art of Hosting. photo by Liane Fredericks.
Red Lotus: photo by Vera & Jean-Christophe.Campre: photo by Chris Heuer p53-54: Reections: photo by Nico Deux p56: Aikido: Nicolas Bp57-58: Forest: photo by Rebecca Selah.p62: Flowers: photo by Jackp64: (Conscious Leadership): ‘Unmergent’ byTodd-Guessp65-66 (portraits). photos by Kim Davisp67-68: Water and Leaf. photo by Lisa B
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related resourCes
The Weave - Participatory Process Design Guide
or Strategic Sustainable Development
Tracy Meisterheim, Steven Cretney, Alison Cretney
www.theweave.info
Strategic Methods in Community
Engagement
Kellee Jackson, Pierre Johnson, Melinda Jolley
http://bit.ly/o3RlWG
Little Book o Practice or Authentic
Leadership in Action
Susan Szpapowski
www.aliainstitute.org
Conscious Leadership or Sustain-
ability: How leaders with a late-stage
action logic design and engage in
sustainability initiatives
Barrett Brown
www.integralthinkers.com
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about us
We are three recent graduates from the Master’s in Strategic Leadership towards
Sustainability, at the Blekinge Institute of Technology, Karlskrona, Sweden.
Dana Pearlman | United States
Dana’s inspiration for working in sustainability initiated from her
deep love for Earth’s creatures. Fascinated by human behavior and
empowerment, Dana pursued a bachelor’s degree in anthropol-
ogy and women’s studies from the University of Pittsburgh. She
traveled around the globe visiting 11 developing countries. This
thought-provoking journey exposed human suffering and graciou-
ness. After graduation, she advocated for and empowered victims
of domestic violence. Wanting to delve deeper into the human psy-che, she obtained a master’s degree in clinical psychology, prac-
ticing psychodynamic psychotherapy. Dana’s background in psychology, facilitating groups
and her own personal work gave her insight into the lifelong journey of self-discovery,
group dynamics and the shadow work behind personal growth. Her knowledge about
energy work as a Reiki practitioner, the use of ower essences, and animal behaviour
consulting gave her the ability to understand the less cognitively articulated connections
for this research area. She believes community building through collaborative learning
and innovation that centers around a holistic approach to engage the whole of people
(mind, body, heart and spirit) creates resiliency and is essential to combating our global
sustainability challenges of today.
[email protected]
Christopher Baan | The Netherlands
Christopher graduated with a BSc in International Development Stud-
ies and a minor in Climate Studies/Governance at Wageningen Univer-
sity, the Netherlands. Independent from his studies, he was chairman
of ‘Morgen’, the Dutch student organisation for sustainable develop-
ment, and was on the board of the World Student Community for
Sustainable Development (WSC-SD). Christopher is passionate aboutauthentic leadership development, cross-sector collaboration for sus-
tainability, solving wicked problems through participatory processes,
and the evolution of consciousness. The MSLS programme provided
him with a unique opportunity to gain leadership, facilitation and dia-
logue skills and make an energised move in the direction of his ambi-
tions. In his free time, Chris enjoys everything that is outdoors, from
running to sailing, hiking in the mountains to long-distance cycling.
[email protected]
Phil Long | United Kingdom
Phil grew up in a provincial town on the south coast of England,
but his instinct for connecting with the global community led him
to study an innovative degree in social and environmental studies
focused on international development. This passion for experiencing
cultural diversity led Phil on a twin path: a career leading organisa-
tional change in businesses around the world, along with a journey
of discovery backpacking, living and working in over thirty countries.
At the age of thirty Phil co-founded an award winning global technol-
ogy business that developed into a strong challenger brand within
the UK IT services sector. Since exiting this business Phil has combined strategic consul-
tancy with volunteering for some of the UK’s leading sustainability organisations includ-
ing Forum for the Future, Action for Sustainable Living and the Co-operative Group. Phil
is now seeking to bring these two paths together, combining his experience of business
leadership with his passion for sustainability.
[email protected]
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